The following list of CPA resources was built through relationships with well-respected, hard-working, and successful professionals in the investment advisor industry. Please leverage any of these CPA resources as your working capital loan, acquisition loan, or succession loan needs require them.
The Visionary Group
National firm providing custom searches to help CPA businesses seeking to grow through mergers and acquisitions or those looking to sell. Contact Bob Lewis to learn more.
Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...